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Portfolio Manager

Portfolio Manager Job Description

For this role, banks and financial services firms look for candidates with at least four years of experience managing investment portfolios. Strong communication skills and knowledge of financial modeling are strongly desired. A bachelor’s degree in business or finance is required, but banks and firms prefer candidates with a master’s degree and a CFA.

Typical portfolio manager duties:

Conducting market research on private equity and capital marketsIdentifying and researching potential investment opportunitiesMonitoring existing portfolio investmentsReviewing, assessing and performing financial analysis and due diligence for investmentsLeading negotiation of terms for investments

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Salary for Portfolio Manager
105000 - 155500
25th percentile
105000
The candidate is new to the role and building the needed skills, experience and autonomy.
50th percentile
127750
The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.
75th percentile
155500
The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.
Projected salaries for related positions Position title 25th percentile 50th percentile 75th percentile Managing Director/Partner – Banking and Financial Markets 177750 213500 254500 Vice President – Banking and Financial Markets 135500 167000 194250 Banking and Financial Markets Associate 90250 115000 128750 Banking and Financial Markets Analyst 60500 77250 88000 Business Development Officer 96750 122500 146250 Banker 67000 81750 97500 Credit Analyst, 5+ Years’ Experience 75500 92000 109250 Credit Analyst, 3-5 Years’ Experience 58750 71500 82500 Credit Analyst, 1-3 Years’ Experience 50500 61500 79000 Commercial Lender 74500 89750 105250

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